Latest / Carlsbad: People, Purpose and Impact
Ep. 188 Building an Ideal Life: Financial Planning, Community Impact, and Leadership with Justin Peek
In this episode of Carlsbad People, Purpose & Impact, Carlsbad Chamber President & CEO Bret Schanzenbach sits down with Justin Peek, Founder and CEO of Peak Wealth, for a conversation that goes far beyond investments and retirement planning.
Justin shares his journey from immigrant roots and entrepreneurial family influences to building a thriving wealth management practice focused on helping clients design and live their ideal lives. He discusses why traditional financial planning often misses the bigger picture, emphasizing that true financial success is about aligning money with personal…
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